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HomeMy WebLinkAbout2023.01.30_CAL_Form 460COVER PAGE Recipient Committee Campaign Statement Cover Page SEE INSTRUCTIONS ON REVERSE Statement covers period from 10/23/2022 through 12/31/2022 1. Type of Recipient Committee: All Committees - Complete Parts 1, 2, 3, and 4. ❑ Officeholder, Candidate Controlled Committee ❑ Primarily Formed Ballot Measure 0 State Candidate Election Committee Committee 0 Recall 0 Controlled (Also Complete Pads) 0 Sponsored (Also Complete Part 6) m Creral Purpose Committee ❑ () Sponsored Primarily Formed Candidate/ 0 Small Contributor Committee Officeholder Committee 0 Political Party/Central Committee (Also Complete Pad7) 3. Committee Information I.D. NUMBER 1396018 COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) Citizens For Affordable Living STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE Morro Bay CA 93442 MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX CITY STATE ZIP CODE AREA CODE/PHONE OPTIONAL: FAX / E-MAIL ADDRESS 4. Verification Date Stamp CALIFORNIA I RECEIVED FORM City of Morro Bay Date of election if applicable: Page 1 of 5 (Month, Day, Year) JAN 3 0 2023 For Official Use only 11 /08/2022 City Clerk 2. Type of Statement: ❑ Preelection Statement ❑ Quarterly Statement m Semi-annual Statement ❑ Special Odd -Year Report ❑ Termination Statement (Also file a Form 410 Termination) ❑ Amendment (Explain below) Treasurer(s) NAME OF TREASURER Kristen Headland MAILING ADDRESS CITY STATE ZIP CODE AREA CODE/PHONE Morro Bay CA 93442 NAME OF ASSISTANT TREASURER, IF ANY MAILING ADDRESS CITY STATE ZIP CODE AREA CODE/PHONE OPTIONAL: FAX / E-MAIL ADDRESS I have used all reasonable diligence in preparing and reviewing this statement and to the best of my knowledge the information contained herein and in the attached schedules is true and complete. certify under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Executed on j Z �" Z3 By I Date Candidate, State Measure Proponent or Responsible Officer of Sponsor Executed on Date Executed on Date By Signature of Controlling Officeholder, Candidate, Slate Measure Proponent By Signature of Controlling Officeholder, Candidate, Slate Measure Proponent FPPC Form 460 (Jan/2016)) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Recipient Committee Campaign Statement Cover Page — Part 2 5. Officeholder or Candidate Controlled Committee NAME OF OFFICEHOLDER OR CANDIDATE 6. Primarily Formed Ballot Measure Committee NAME OF BALLOT MEASURE Morro Bay Harbor Parcel Tax Measure B-22 OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) BALLOT NO. OR LETTER B-22 RESIDENTIAL/BUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP Related Committees Not Included in this Statement: List any committees not included in this statement that are controlled by you or are primarily formed to receive contributions or make expenditures on behalf of your candidacy. COMMITTEE I.D. NUMBER NAME OF TREASURER ( CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE ADD P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE COMMITTEE NAME NAME OF TREASURER COMMITTEE I.D. NUMBER ❑ YES ❑ NO ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE COVER PAGE - PART 2 Page 2 of 5 JURISDICTION �❑ SUPPORT City of Morro Bay m OPPOSE Identify the controlling officeholder, candidate, or state measure proponent, if any. NAME OF OFFICEHOLDER, CANDIDATE, OR PROPONENT OFFICE SOUGHT OR HELD DISTRICT NO. IF ANY 7. Primarily Formed Candidate/Officeholder Committee Listnames of officeholder(s) or candidate(s) for which this committee is primarily formed. NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE Attach continuation sheets if necessary FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Campaign Disclosure Statement Amounts may be rounded to whole dollars. Summary Page Statement covers period from 10/23/2022 SUMMARY PAGE SEE INSTRUCTIONS ON REVERSE through 12/31/2022 Page 3 of NAME OF FILER I.D. NUMBER Citizens For Affordable Living 1396018 Contributions Received Column A TOTAL THIS PERIOD Column B CALENDAR YEAR Calendar Year Summary for Candidates (FROM ATTACHED SCHEDULES) TOTAL TO DATE Running in Both the State Primary and General Elections 1. Monetary Contributions ................................................... Schedule A, Line 3 $ 457.00 $ 4,497.38 1/1 through 6/30 7/1 to Date 2. Loans Received ................................................................ Schedule B, Line 3 3. SUBTOTAL CASH CONTRIBUTIONS .............................. Add Lines I + 2 457.00 $ 4,497.38 $ 20. Contributions Received $ $ 4. Nonmonetary Contributions ............................................ Schedule C, Line 3 21, Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED ................................Add Lines 3 + 4 $ 457.00 $ 4,497.38 Made $ $ Expenditures Made Expenditure Limit Summary for State 6. Payments Made ................................................................ Schedule E, Line 4 $ 408,88 $ 3,589.95 Candidates 7. Loans Made ....................................................................... Schedule H, Line 3 408.88 3,589.95 22. Cumulative Expenditures Made* 8. SUBTOTAL CASH PAYMENTS ....................................... Add Lines 6 + 7 $ $ (If Subject to Voluntary Expenditure Limit) 9. Accrued Expenses (Unpaid Bills) .......................................... Schedule F, Line 3 Date of Election Total to Date 10. Nonmonetary Adjustment ......................................................... Schedule C, Line 3 (mm/dd/yy) 11, TOTAL EXPENDITURES MADE ....................................Add Lines 8 + 9 + 10 $ 408.88 $ 3,589.95 $ Current Cash Statement $ 12. Beginning Cash Balance ............................ Previous Summary Page, Line 16 $ 817.31 To calculate Column B, 13, Cash Receipts ........................................................... Column A, Line Slabove 457.00 add amounts in Column 14. Miscellaneous Increases to Cash .................................. Schedule 1, Line 4 A to the corresponding amounts from Column B *Amounts in this section may be different from amounts reported in Column B. 15. Cash Payments ......................................................... Column A, Line 8 above 408.88 of your last report. Some amounts in Column A may 16. ENDING CASH BALANCE .... ............. Add Lines 12 + 13 + 14, then subtract Line 15 865.43 $ be negative figures that should be subtracted from If this is a termination statement, Line 16 must be zero. previous period amounts. If this is the first report being 17. LOAN GUARANTEES RECEIVED ................................ Schedule A Part 2 $ filed for this calendar year, only carry over the amounts Cash Equivalents and Outstanding Debts from Lines 2, 7, and 9 (if any). 18. Cash Equivalents ................................................ See instructions on reverse $ 19. Outstanding Debts .............................. Add Line 2 + Line 9 in Column B above $ FPPC Form 460 (Jan/2016)) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule A Amounts may be rounded SCHEDULE A Monetary Contributions Received to whole sonars. Statement covers period CALIFORNIA , ' 61 10/23/2022 from • ' through 12/31/2022 Page 4 of 5 SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.D. NUMBER Citizens For Affordable Living 1396018 FULL NAME, STREET ADDRESS AND ZIP CODE OF IF AN INDIVIDUAL, ENTER AMOUNT CUMULATIVE TO DATE PER ELECTION DATE CONTRIBUTOR CONTRIBUTOR * OCCUPATION AND EMPLOYER RECEIVED THIS CALENDAR YEAR TO DATE RECEIVED (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE (IF SELF-EMPLOYED, ENTER NAME OF BUSINESS) PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) 10/24/2022 William Martoney m IND Retired $204.00 $204.00 PO Box 294, Cayucos, CA, 93430 El COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SUBTOTAL $ 204.00 Schedule A Summary 1. Amount received this period — itemized monetary contributions. (Include all Schedule A subtotals.).......................................................................... $ 204.00 2. Amount received this period — unitemized monetary contributions of less than $100 ...........................$ 253.00 3. Total monetary contributions received this period. (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.). TOTAL $ 457.00 *Contributor Codes IND — Individual COM — Recipient Committee (other than PTY or SCC) OTH — Other (e.g., business entity) PTY — Political Party SCC — Small Contributor Committee FPPC Form 460 (Jan/2016)) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule E Amounts may be rounded Payments Made to whole dollars. SEE INSTRUCTIONS ON REVERSE TAME OF FILER Citizens For Affordable Living Statement covers period from 10/23/2022 through 12/31/2022 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. :ALIFORNIA A �(' FORM 4 v .D. NUMBER 1396018 CMP campaign paraphernalia/misc. MBR member communications RAID radio airtime and production costs CNS campaign consultants MTG meetings and appearances RFD returned contributions CTB contribution (explain nonmonetary)* OFC office expenses SAL campaign workers' salaries CVC civic donations PET petition circulating TEL t.v. or cable airtime and production costs FIL candidate filing/ballot fees PHO phone banks TRC candidate travel, lodging, and meals FND fundraising events POL polling and survey research TRS staff/spouse travel, lodging, and meals IND independent expenditure supporting/opposing others (explain)* POS postage, delivery and messenger services TSF transfer between committees of the same candidate/sponsor LEG legal defense PRO professional services (legal, accounting) VOT voter registration LIT campaign literature and mailings PRT print ads WEB information technology costs (internet, e-mail) ASAP Reprographics 365 Quintana Road NAME AND ADDRESS OF PAYEE CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID (IF COMMITTEE, ALSO ENTER I.D. NUMBER) LIT Literature 1 358.88 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 358.88 Schedule E Summary 1. Itemized payments made this period. Include all Schedule E subtotals. $ 358.88 2. Unitemized payments made this period of under$100.......................................................................................................................................... $ 50.00 3. Total interest paid this period on loans. (Enter amount from Schedule B, Part 1, Column(e).)............................................................................. $ 4. Total payments made this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Column A, Line 6.)........................... TOTAL $ 408.88 FPPC Form 460 (Jan/2016)) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov